Reports -> Project report
● To generate the report, it is necessary to select the reporting period and the project.Lines with projects added directly to financial transactions are not included in the project report. These are included in reports generated based on transactions: balance sheet, profit and loss statement, main ledger and daybook.
- Period – set the date range.
- Project filter – select a specific project
- Click “Generate“
- The first section displays a summary of sales and purchase invoices, as well as an overview of employees and salaries related to the main project.
- The aggregate report takes into account all projects (including inactive ones) associated with purchase invoices, sales invoices and salaries.
● The report can be saved by clicking the “Export” button.
In the opened view, you can select which reports to export and in what format.
If you have any additional questions, write to us at support@simplbooks.ee
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